Life Sales Specialist

Casey Wilson; United States; Hybrid; USD 25,000 - 34,000; Full time

Benefits offered by this job

Flexible work from home

Job summary

Casey Wilson is seeking a Sales Specialist to market and sell Life product lines for American Family Insurance through the agency channel. The role emphasizes building client relationships, understanding needs, and promoting brand awareness at community events and agency activities.

Life product sales, underwriting guidance, and strong communication are essential. Ideal candidates will have a Life insurance license, a valid driver’s license, and proven sales experience.

Qualifications

• Must have proper life insurance licensing to sell life products.
• Valid driver’s license is required.
• Ability to work independently and organize priorities.
• Strong communication and sales presentation skills.
• Experience with a variety of digital and social media channels.

Responsibilities

• Develop knowledge of local market dynamics for life product lines.
• Sell insurance products to new customers using consultative techniques.
• Cross-sell with agency team to provide broader coverage.
• Prospect for new business through leads, networking, and events.
• Prepare quotations and applications and deliver presentations to close sales.
• Meet and exceed sales goals and coordinate with underwriting guidance when needed.

Skills

Sales experience

Customer service

Communication

Analytical skills

Social media familiarity

PC software proficiency

Education

High school diploma or equivalent

Life insurance license

Driver's license

Tools

Microsoft Office

Job description

The Sales Specialist role markets, prospects and sells American Family Insurance products in a specialized product line. Maintains effective customer relationships, understands customer`'s needs, and matches them with appropriate product and service offerings. Promotes brand awareness through participation in agency and community events.
The Life Lines Sales Specialist is responsible for attaining sales, profitability, and service goals for life products.

Insurance Sales

• Develop knowledge of the local market dynamics for business development opportunities for life product lines
• Helps the Agency grow by using consultative selling techniques to sell insurance products to new customers
• Proactively cross-sells and or coordinates with agency team members to provide additional coverage to existing customers
• Prospects for new business through leads, telephone calls, networking events, trade shows, and personal contacts ( Includes leads through COI, social media, B2B and B2C networks, and sales lead groups)
• Secures new business through individual effort and established lead methods
• Prepares quotations and applications and delivers effective presentations in order to close sales
• Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed
• Conducts sales and review appointments with prospective and current customers
• Meets and exceeds sales goals

Company and Brand Promotion

• Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities
• Participates in events designed to promote brand awareness and educate consumers

Insurance Service

• Retains existing customers by providing industry-leading customer experiences
• Ensures completion of requested account and policy updates and changes
• Coordinates the involvement of appropriate agency and or business partners when necessary to resolve customer issues

Knowledge and Skill Development

• Continually improves knowledge in area or field of specialization, the insurance industry, products, underwriting requirements, sales, customer service, and supporting technology
• Participates in continuing education and professional designation programs

Education/Licenses/Designations

• Required by state statutes to have proper insurance licensing to sell, solicit, or negotiate insurance products. The following line of authority is required for this position: Life
• Valid driver’s license required

Role Requirements

• Ability to work independently to plan, set priorities and organize work
• Active involvement in the local community
• Demonstrated sales and customer service experience
• Excellent oral and written communication skills
• Demonstrated analytical skills
• Experience with PC software applications (Microsoft Office Suites, Internet Explorer, etc.)
• Experience using a wide range of digital devices such as smartphones, tablets and laptop computers
• Experience with social media platforms, including, but not limited to Facebook, Twitter, Pinterest, YouTube, Instagram, Google+, LinkedIn, etc.

Preferred Knowledge/Skills/Education/Designations

• Demonstrated knowledge of insurance concepts and principles
• Demonstrated effective life insurance prospecting and sales experience

Working Conditions

• Non-typical schedules (evenings or weekends) may be necessary on occasion
• General office setting

Flexible work from home options available.

Compensation: $25,000.00 - $34,000.00 per year

Join Our Team. Bring Your Dreams.

We are looking for Team Members to be Sales Specialists, Family Risk Advisors and Customer Service Reps.

Are you passionate about making a positive difference and having a meaningful impact on the lives of people in your community? We are always seeking talented, motivated individuals to join our team.

This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.

Do you have a high school diploma or equivalent? *

How many years of experience do you have in a sales environment that includes marketing, prospecting, cold calling, networking, preparing quotes and delivering presentations? *

This position requires a valid driver’s license. Do you have a valid driver’s license? *

Referral code from a current employee If no code provided, add their name instead.

Benefits of working as an Independent Insurance Agent

Opportunity to Become an Agency Owner

Outstanding earnings potential

Learn The Business From The Ground Up

Make a positive impact

Inspire, protect and restore the dreams of people around you

I am always challenged! Every day it is something new. I am challenged to learn new skills to complete projects. I am challenged to understand an industry I came in knowing little about. I am challenged to think outside of the box to be successful in a niche market. I am challenged to become a better writer. I am challenged to be a leader. I am challenged to think like an owner.